Assistant Relationship Manager

Job description

Tasks

• Supporting one or more Relationship Managers (RM)/Group Heads (GH) in daily operations, administration, and customer management
• Interacting with internal and external stakeholders, providing relevant information to customers, and supporting RM in implementing customized solutions

Main areas of responsibility

Client Administration and Management

• Supporting RMs/GH in customer interactions and related tasks (systems, processes, files, documents, etc.) with high quality, precision, and timely responsiveness
• Individualization of customer inquiries (reporting, statistics, mailings, etc.)
• Managing the calendar of RMs/GHs, preparing for customer meetings, organizing business trips, following up on customer meetings or business trips for RMs/GHs
• Compilation of presentations, support in the preparation of investment proposals and marketing activities, if necessary (customer reception, meetings, business trips, events, etc.)
• Ensuring representation in the event of absence

Business Management

• Regular collection and exchange of relevant information required for the work
• Conducting reviews, planning, and documenting one's own work
• Supporting RM/GH in implementing prospectuses and initiatives in close coordination with the Business Manager team
• Creation of professional proposals for improvements based on experience, incidents or observations
• Administration of the expense report process for RMs/GH

Risk Management and Controls

• Active support in risk management (first line of defense support), e.g. in customer documentation, by raising concerns, tracking issues and escalating when in doubt
• Ensuring compliance with local regulations and internal guidelines and standards (e.g., opening new accounts, payment instructions, reviewing customer discussions, or approving decisions at your own level of authority, etc.) in cooperation with the respective RMs, GH, and Team Business Manager
• Ensuring the timely clarification of pending issues and escalated defects
• Ensuring appropriate ethical and compliant behavior within their area of responsibility
• Ensuring correct, meaningful and comprehensible documentation of customer interactions/customer orders in the relevant tool (e.g. CRM, DIAS)

Regulatory Responsibilities

• Demonstration of appropriate values and behaviors, including but not limited to standards of honesty and integrity, diligence and conscientiousness, fair dealing (fair treatment of customers), management of conflicts of interest, competence and continuous development, appropriate risk management, and compliance with applicable laws.

Requirements

Personal requirements

• Open, approachable and shows genuine interest in people and improving processes
• Always communicate competently and professionally
• Highly service-oriented and passionate about customer care
• Systematic, precise, and meticulous personality with the ability to work under pressure
• Personal integrity and ethical behavior

Professional and technical skills

• Adequate understanding of relevant products and services in private banking
• Basic knowledge of the global financial markets and current developments in the industry
• Solid affinity with the geographic markets covered, i.e. familiar with the legal and regulatory environment and cultural awareness

Regulatory requirements

• Representatives under MAS SFA and/or FFA